Infusionsoft is a small business-focused, comprehensive sales and marketing platform, which includes basic contact management, CRM, marketing automation and e-commerce capabilities into a single, subscription-based SaaS product. Functionality included in Infusionsoft's software includes: - Automated Campaigns with a visual campaign builder to help automate internal and/or external processes. - Email Marketing to design professional-looking emails and personalized auto-responders. - Landing Pages & Web Forms for publishing and creating content to attract and capture online leads. - Analytics & Reporting to track and help refine marketing activities. - Social Lead Generation (available through recently acquired GroSocial) for posting and capturing leads on Facebook &Twitter. Infusionsoft also offers contact management apps for mobile devices. In April 2012, they opened a marketplace that includes more than 70 apps compatible with its software suites that incorporate tools such as SMB text messaging. Infusionsoft is based in Chandler, Arizona, and was founded in 2001. reviewWe use Infusionsoft as our CRM, sales funnel and email marketing tool across the organization. It streamlines our lists, allows us a better control of the customer/prospect experience and tracking.,Campaign set up. IFTT (if this then that) scenarios to guide the customer through their journey. Response automation.,Navigation between the features isn't as simple as it could be - takes some getting used to it. Setup and onboarding is easier than salesforce (and cheaper) but still not easy. Once set up it's great.,7,Too early to tell but the time saving of having one location to update contacts is obvious.,25,000 to 100,000,B2B,Yes, but I don't use it,8Infusionsoft is Hard to beat!InfusionSoft is being used to track our contacts and potential customers. We enter their information into our system and then begin the trickle marketing. It helps to track all marketing pieces that a prospect receives and how we can proceed from there. We also track all conversations and notes of communication in the process while working with the prospect.,Trickle marketing, where we can send emails out to our prospects and through their actions, they can be added into other campaigns which we can follow up with them. Tracks our notes and communication with each prospect. It tracks the charges that are associated with the prospect or client profile. So we can see how much they have paid for a specific program they are associated with.,Moving our clients who have bought a program from us into a searchable field and program that would help us find these individuals easier. We use Infusionsoft for the prospecting side of the business and then once the sale is completed they are pushed over to Salesforce. Salesforce allows us to have more campaign and marketing follow through. If there was a way to make it simpler to use only one of these software it would be easier as well as less expensive. Sending an email from Infusionsoft is nice, but I have to add my signature every time. It would be nice if it was able to be saved in the system as an option to add.,9,It has allowed us to track our marketing and made it simple to trickle marketing and campaign to the list. It is easy to find people you are looking for. Either first name, last name or anything that is contained. It doesn't seem to do everything we need and therefore we have to use a different software to complete the sides it doesn't match well with.,ACT,25,000 to 100,000,B2B,Salesforce Analytics Cloud,Searching the name and contact Entering notes Review the account details,Sending emails Editing contact information,Yes, but I don't use it,8The Truth About Infusionsoft and Successful ImplementationsWe have used Infusionsoft for basic CRM function, email marketing and selling our business, sales and marketing advice (Contract CMO/CSO) and related services such as search marketing, lead gen, sales enablement, content, etc. It has enabled our team to organize much of our business process.,It's all in one which is good and bad. Keep us organized when the entire team commits to using it consistently. Helped us manage new, inbound leads we generated, even though setting up lead scoring was a pain in the butt. We set up our "products" which we sell as services and integrated with and our merchant account. Created internal notifications for new leads, tasks, etc. We build campaigns using the campaign builder, by far the best element of the solution. Enabled us to set up pretty solid campaigns and track results even though report features are not so strong.,It's all in one so every element of the solution is compromised. It's has bugs and they really need to hone in on development. Their sales practices are very direct. Never buy any software in a seminar and expect it to be a well though out decision. Do your research before you buy this solution. It get's expensive fast, even when they promote their red light specials. Too many pay walls in lieu of native integrations. The best practice is to make sure whomever implements you into this software has vast sales, marketing, and tech experience to ensure your success. Cookie cutter solutions don't work. It's foolish to think most if any real business owners will ever learn to run a software application like this. If you're good at making paper clips or envelopes and selling them by the billion then stick to that and plan to hire a professional and pay them at least $175 - $250 per hour. Otherwise you'll likely get a tech person pretending to be a business adviser. All software like this is only as good as the strategy, content and work flow you put into it. Garbage in, garbage out.,1,Our success is NEVER based on software. Neither is yours. Software is a tool. Your success and ours in business and life have more to do with your strategy, discipline, focus, ethics, team and overall desire to succeed no matter what. I used to be far more in favor of this solution until I got to see a number of new competitors who focus on pure automation, business intelligence, ease of use for professionals to implement, etc. The worst part about this solution is how hard they make it to import and clean list, regardless of source, and begin using the system to send emails, which is it's core function. They make it hard to do this on purpose, under the guise that it's about list integrity, deliverability, etc. And they compel recipients of emails to report you for spam on the tail end of an opt out. Yuck. Many competitors will not make it so hard! But this doesn't mean you can import crappy lists and perform spammy email practices.,Mailchimp, Constant Contact, Sharpspring, Marketo and Pardot,10,000 to 25,000,B2B,3,2,Marketing people use it for broadcasting and automated marketing campaign functions. Broadcast email > track opens/clicks > get a marketing or business result you can measure. Sales people use it for adding and managing contacts, tasks, notes, opportunities. Sales and marketing uses it's minimalist cart for products, links to products so we can sell a product or service and take in the revenue through our gateway and merchant card account. Sales management/owner uses it to track limited data due to system reporting limitations, unless you went to MIT or work at NASA. Owner uses it for campaign mapping, sales activities, CRM and reports.,We keep it simple. You don't need to be Albert Einstein to know, "Everything Should Be Made as Simple as Possible, But Not Simpler." Yes, he said that. We could pay up the wazoo for a host of applications that sit behind pay walls to get innovative. We could add hours of programming to get the open API to dial in with other applications. Or we could use Zapier to do some of this. See #1.,We are not planning to use it as primary platform of Oct 1, 2015. We found a better way, for us. We could stick with it and continue to be frustrated by it's all in one and many limitations, bugs. If there is a more suitable, cost effective solution then seek a qualified adviser to help you.,5,Yes,Price Product Features,Back then Infusionsoft was breakthrough. There wasn't any real competition if you wanted all in one. We migrated from ACT and iContact back in 2008. But that has all changed in recent years and Infusionsoft has the ugly reputation it has for a number of reasons. Can't live with it any longer. Today, take your time working with a real trusted adviser whom you are wiling to pay to help you make a fully informed decision based on you, your team and your business, sales and marketing goals. There are many great alternatives on the market today. Thank goodness. Solutions like this make it way easier to start, fund, market, sell, manage and scale any small business. There are tons of success stories when it comes to marketing automation campaigns for both B2B and B2C. There are also tons of train wrecks regardless of the technology solution. You can't go into any of these solutions half-assed. You have to be prepared to really dig in yourself, ask if this is the best and most productive use of your time and determine at what point you need to hire outside or in house talent you can really trust to take the lead. Make sure you have a great person to run this or other automation systems.,Implemented in-house,Yes,Change management was a major issue with the implementation,Frustration. Frustration. Joy when we got it working for us.,8,Online training In-person training Self-taught,7,8,No. Not at all. Training is an event. Coaching is a process. This is a system that demands ongoing coaching and training. Get a real pro to look at your sales and marketing strategy and advise you to get the training or coaching you need. Certified consultants have continuing education and exam re certification every year.,2,Plan on paying a qualified professional whom you like and trust at least several thousand dollars over 1-3 months for solid advice and implementation services. Or pay them and plan on being disappointed. Anything less than this and you'll be pissed.,Yes - we have customized the interface extensively,Yes - we have added extensive custom code,No. We keep it simple and so should you unless you need and want some Starship Enterprise function which is akin to me taking my 1974 Chevy Vega and tricking it out with carpet on the dash, an 8-track, and fat tires and wheels. Yeah, I was a punk kid growing up in Laconia, NH. But seriously, this is your business. If you need to trick this dog out then you should have looked at other solutions instead.,Yes,2,Yes,Look, the people who work in support do their best to help customers work on a buggy platform. They are always very nice and very patient. But they don't know much at tier 1. Beyond that, it's a buggy system so everyone is scrambling behind the scenes when not raving about how freaking awesome their company culture is. It gets expensive fast to make this thing work well for any business. The biggest blunder they make is telling the world how easy it is to use, selling the dream of helping really small businesses without talent or much capital, if any, that this software and their internal people can help get sales results. Like with all software, watch the hell out before you pull the trigger and NEVER buy software in a freaking seminar. Geez.,CRM and that's about it unless you're willing to suck it up and really put in the time and money yourself. What is your time really worth? What are you best at doing in your business? If it's not setting up marketing automation applications plan on hiring a professional. The campaign builder is phenomenal. The dashboard is easy to customize for quick look stats.,The campaign builder requires serious time and training, coaching really, to get to learn it. Once you learn it it can be a game changer. The email editor and landing page editors have limitations that can be frustrating when customizing. Shopping cart limited.,Yes,5,2,7,4,Beware. If you integrate third party solutions via links and your website, great. Pretty simple. If you want to use Send Out Cards, etc. you hit a pay wall and your cost goes up. If you do API integration plan on paying top dollar. Make sure you need this and carefully evaluate the many competitive solutions with native integration. (Built in.) Plan on paying a programmer and real business, strategy, sales and marketing pro to make this or any other automation platform perform well. Or plan on losing your mind. And more money. Did I mention time and aging in dog years?,Not any more. We're moving on because of the many pay walls and all the strings attached. What I mean by this is you have to pay for applications that others have built to integrate added function. They deserve to get paid for this. But in other solutions there are integrations built into the solution so you don't have to pay for a third party solution and the support that goes with it.,API (e.g. SOAP or REST) Javascript widgets AppExchange or similar marketplace,1,Plan to pay an experienced professional. Period.,1,6,When they are not playing red light special sales trained stupid tricks you get what you get. Look at their pricing page. Sometimes they will wheel and deal for you. Don't fall into the sales games sales people play tricks.,Hire an outside consultant who is qualified to advise you on Infusionsoft and other competitive solutions. Period. And NEVER buy software in a seminar because the NLP trained guru assured you how awesome it is.,Yes,Campaign Builder released a few years ago was huge. The Legacy builder was a disaster even for guys like me who were willing to be a certified partner. The My Day is a great feature for active users. Small, incremental improvements in building emails.,It's imperative they make it easier to build better email designs/templates. It's imperative they make it easier to build better web form designs/templates. It's imperative they make it easier to build better landing page designs/templates.,No,NoInfusionSoft is a Powerful Tool for Consistent Small Business DevelopmentNurturing Contacts - I've been able to replace one of my marketing assistants because I now have Infusionsoft follow up with my warm leads Billing automation - All of our subscription billing and partner commissions are now being handled automatically by Infusionsofft Existing Client Follow up - I've used the Infusionsoft campaign builder to automate the email notification of our technical training series.,I don't have much to complain about. I haven't had any bad experiences. And when I need help, I've found their support team to be available and competent.,10,It's helped us maintain a higher level of consistency. I've replaced a marketing assistant which is saving me - that's saving me about $30K/annually Using the software to automate our subscription billing is saving us about 12hrs/month - about another $18K annually I would estimate,Less than 10,000,10,6Infusionsoft is the backbone of my business and gives me peace of mind!Hot Leads Campaign in the Marketplace allows me to see WHO is engaging with my campaigns so I can step in and call them for a personal touch to find out what they are looking for. Online Training and Support has allowed me to master the set up and launch of my application. The User Groups keeps me tapped into "What's New" so that I can continue to learn and improve my reach to my customers and prospects. A staff that really cares. My coach has stayed in touch with me, sent me books to keep me motivated and encouraged me to drop into the Infusionsoft HQ where I saw a whole new perspective about the story behind Infusionsoft.,Each year, the product improves on it's ease of use. There is still a learning curve, and it is steep (in my opinion-as a former teacher with no computer background) but I think it is important for users to jump in, and learn what is needed so that they understand the basics behind their application. This means spending some nights watching videos to understand how to set up your campaigns, ECOMMERCE or Affiliate Center. But everyone I know who is using the product, uses the online trainings, and finds a local user group to help them to become an expert. Your goal as a new user should be to set up your application so that you are utilizing each step of the Lifestyle Marketing Plan (Attract Traffic, Capture Leads, Nurture Prospects, Convert Sales, Deliver & Satisfy, Upsell Customers, and Get Referrals). You can always branch out from this point and other features and partners. Then when you are here, you should pay it forward and help someone new to understand the basics by explaining what it took for you to get started. Before you know it, you will be an expert, and will have prepared yourself for the future of this online economy. When I started to use Infusionsoft, just a year ago, I knew nothing about code, SEO or opt-in pages. Now I would say I am proficient in all of these areas, with a focus now on driving traffic to my site to increase sales and spread the word of my programs and services in a way that I could have never done, without this system. I am thankful that a 21 year old internet marketer insisted that I use this service.,10,GREAT FOR THOSE STARTING OUT! We just launched online, and are building our customer base, but we now have an organized system where it's easy to see where each lead is in the process. We decided to start right out of the gate with Infusionsoft. PEACE OF MIND! Once the initial work has been done with our campaigns, we can watch them run, and improve as we go along. PROFESSIONAL LOOK AND FEEL! My products are showcased in a professional way, with UPSELLS on the order form to help me to increase sales with each order.,Less than 10,000,10,8Infusionsoft Review by Nicole MunozCRM - Allows companies to manage contacts and see a record of all interaction with a company and a contact. Ecommerce - Allows companies to sell products directly from their site and trigger marketing automation based upon the purchase of specific products. Marketing Automation - Easy to setup lead capture that allows contacts to be segmented based on tags.,The ecommerce shopping cart is not SEO friendly. The ecommerce shopping cart does not have as many features as other shopping cart platforms.,10,I could not run my business without it. My entire business is integrated with Infusionsoft.,Less than 10,000,5,5,Ecommerce - Allows us to create custom quotes for clients and charge them on a recurring basis. Marketing Automation - Allows us to follow up with prospects automatically. CRM - Allows us to manage our contacts and have a record of all interaction with them. Sales Pipeline - Allows us to setup the different sales stages of our sales pipeline and create a marketing automation based on on each sales stage.,10,,Implemented in-house,10,Self-taught,It was not easy to learn without training and I would not recommend it.,No,10,8,10,10,Quickbooks.Infusionsoft Rocks!Infusionsoft is being used by my business for drip marketing and engaging my client database. It allows me to consistently reach out to those who are interested in personal training in Bethesda/Chevy Chase & Silver Spring, MD areas of Washington, DC. Their campaigns are limitless and their support staff is tremendous!,Customer service Drip marketing Campaign building Creativity,Turn over time to learn how to use it Cost,10,Faster lead conversion Systems in place,,10,1,1,new client campaign referral incentive for current clients New Hire Campaign,New Employee Campaign,everything like e commerce,No,Price Product Features Product Usability Product Reputation Vendor Reputation,Would not change it!,Implemented in-house,Yes,learning curve,6,No,10,No,yesterday, I called to upgrade my product and someone called me within 2 minutes!,learning how to use it and write content,Yes,6Automation is the Future of Small Business Relationship GrowthIn the Campaign Builder module you can create custom automation sequences to provide your customers with a more personalized, relational experience. By creating real-time segmentation sequences, customers can receive targeted messages from the first time they visit your website or interact with your sales team. Infusionsoft brings all of your marketing and sales functions into one software package, eliminating the need for 4 or 5 solutions that don't always work together. This allows for a seamless work environment and greater efficiency when coordinating marketing campaigns. With strong support for API, Infusionsoft allows you integrate with your existing website, mobile apps, and other software solutions you need to run your business.,Infusionsoft has very strict rules about the importing of email addresses. I know several users who have had issues importing and mailing to lists that Infusionsoft didn't deem to be suitable for marketing purposes. Because Infusionsoft is such a powerful solution it's easy to be overwhelmed when starting to use it. Because of this, many customers don't take advantage of all the features Infusionsoft offers.,I think one of the biggest impacts has been seen in customer service. When you can deliver the right information on the right day to the right customer you have more satisfied customers! Employee efficiency and effectiveness is another positive impact. Without automation, too many tasks are put in the hands of employees to accomplish manually. While automation takes the negative aspect of the human element out of the picture, Infusionsoft allows messaging to still have a personal touch.,9,10,1,The CRM feature is something that is essential for most companies that use Infusionsoft. This is the foundation of all the rest of Infusionsoft's functionality. The Broadcast Email feature is very useful as well, replacing your need for other email solutions like Constant Contact or aWebber.,One client is using Infusionsoft as a sales manager, to track the activity and progress of their sales staff.,Professional services company,Yes,You always want to make sure that data is imported correctly, tags get applied to the right contacts, and that your custom fields are configured correctly. The old saying still rings true: Garbage In, Garbage Out!,9,No,10,No,One of the features I love about Infusionsoft is editing contact records right from the search results screen. You can customized the fields shown in your search results and edit those fields without even opening up the contact record. Very efficient! The Campaign Builder is great for providing a visual map of your communication plan. This is great, especially for businesses who are looking to build upon their communication strategies.,Sometimes, knowing where certain settings are controlled can be difficult. While it's great that settings are split up into categories like Contacts, Marketing, E-commerce, some settings reach across categorical boundaries and figuring out where they are located can take some time. This is overcome by regular use, however.,Yes,9Delighted with InfusionsoftIt allows you to segment prospects and deliver them different messages. It allows us to communicate with first time users differently from existing clients. It allows us to identify referral sources and communicate with them. It allows us to communicate with "lost users" and draw them back. Overall we can run more effective marketing by matching messages to people's behaviors and interests.,Reporting can use improvement. It's good but not great. Shopping cart is good but not great. Can't configure sales rep's "opportunity" funnel screens to our business It doesn't do quoting or generating estimates very well...ok but not a strong point.,400% increase in our business.,10,10,4,0.2,It allows me to deliver multiple customer-specific messages AND multiple prospect specific messages. It allows us to understand our entire prospect-to-customer marketing through sales processes. We like having one system.,,,Implemented in-house,10,Online training In-person training Self-taught,10,10,If you know marketing automation concepts, it's easy. Many people don't know marekting automation concepts and flounder.,No,10,9,10,9,Website. Appointment setting. Phone/conferencing. Membership site.,Not currently.,,Not negotiable.Infusionsoft not recommendedInfusionsoft was used by our company to sell to new contacts that came to our site through social media marketing and blog contact. Infusionsoft was brought on to solve our company's automation issues that other companies were too limited to solve.,Infusionsoft is a lower price than some comparisons. Infusionsoft looked like an all in one solution from e-commerce to newsletters and of course automation. Infusionsoft promises easy to use solutions with great support.,Infusionsoft has a second name... confusionsoft... it certainly is and seems to be a great solution but... it is a massive drain on any small businesses' resources and can easily derail a marketing team from focusing on content and real unique strategy. Are you looking for API integrations?... or any integrations of worth? Skip Infusionsoft. We were lucky to get a great rate with Infusionsoft... we got a reduced rate from wanting to cancel and basically got a $500 monthly subscription for $130 a month! Unfortunately the reduced rate was still too expensive for the amount of time we were wasting on trying to make Infusionsoft work for us.,1,Infusionsoft overall was a time drain. We worked with John (sales rep working on retention) for a year. He gave us a 75% discount on the software, but we should have left the software earlier and not wasted our time. Infusionsoft kept us from focusing on our client and rather [than] making automation and that kept us from focusing on REAL personal connection. Keep it simple...Infusionsoft doesn't. If you are looking for automation, keep it simple. Use a product like mailchimp or if you are B2B and service based, then Salesforce Salescloud.,Basecamp, MailChimp and Pardot,10,000 to 25,000,Both,, MailChimp, Infusionsoft, Basecamp, Dropbox for Business,5,5,If you are selling a product and you do NOT need personal communication in the sales process, this really could be for you! If you are looking for Automation because you are afraid to communicate with your client... Maybe you have talked yourself into the idea that you are NOT a good sales person... this could be for you If you have a very small team and need to rank how serious prospects are, this might be for you (it also might frustrate your client and drive them away prematurely) If you are a "techie" and feel that technology will help you through the sales process (and I am a techie and I thought that... and it does, but wow, it consumes a tremendous amount of time before you can really get started),Infusionsoft displays the weather on a clients page and the time in their time zone... Pretty useful in generating small talk. We used "My Day" the task manager list for what was due. That was the only way we were able to keep on top of people... otherwise, the information was kind of lost... Customized lists! There is NOTHING in Infusionsoft that is preset. Everything has to be developed by you and your team. So if you are looking for clients that have come to your site most recently, you will need to create a list with those specifications and then add that list to the dashboard. Just very time consuming...,We are still deciding if we can use Infusionsoft... We started at a $500 per month plan for marketing and eCommerce. Even with some promotions thrown in to keep us (now we pay less that $150) I am not sure if we will stick with it... The cost to create a working system is so high... Other than marketing, Infusionsoft offers eCommerce. We tried to integrate this in, but there are just too many fantastic services out there like Shopify with better layouts that lead to higher sales... Again, it was a bit of a time drain trying to incorporate the eCommerce in to the picture... We never really used it after trying for a few months. Content Site. Did you know Infusionsoft offers another product that hosts your digital content that you sell to your clients. If you sell pdf's or instructional products via prerecorded video, then you should take a look at Infusionsoft because it incorporates this site into Infusionsoft. Again, over kill and bloating of what should be an easy system...,1,Yes,Product Features Product Usability,Once we decided to move away from Infusionsoft about a year ago, we should have. Instead, we were offered a 75% discount and stuck with the software trying to make it work. Time and money wasted when there are so many better easier solutions to use! We should have gone with our guts and left.,Overall look for the system looked good but that did not translate in ease of use campaign manager was easier to use once you studied how to use it,Reporting was a bear! If you are looking for easy to build intuitive reports, forget it. But you can build anything you want, if you learn how and have the time to figure it out. Billing... pay $2000 upfront to learn basically nothing... but at least you can get out quickly thereafter. Just decide to do it sooner rather than later if you are stuck in the details. We couldn't cancel without a chat seminar. We actually got billed for our last month because they wouldn't let us out even though we canceled early! Let us go and keep moving on to something better.,No,1Highly effective SMG growth engine.Infusionsoft is highly effective for small business growth because it automates many of the processes that would have to be manually repeated with traditional software. Infusionsoft will assist you in following up with your leads and customers via a string of automated emails. Email deliverability is excellent compared to other providers. You can segment your database in a highly effective manner so that prospects, leads and customers only receive the information that they are looking for. If you have companies that are interested in selling your products/services for a commission, Infusionsfot provides a highly organized process for accomplishing this. Your affiliates will be able to track their leads, sales, and the amount of traffic they are sending to your website. They provide a simplistic method of creating a shopping cart on your site so you can begin to offer online products/services. Lead management is handled efficiently via online reminders, the ability to score leads, the ability for management to monitor and track the lead through the pipeline (i.e. from when it first comes in to when the sale is consummated or there is no sale). You have the ability to perform most basic accounting functions within your Infusionsoft account, and the rest can be linked to your account through one of their add-on services.,The email builder is an absolute disaster and no signs of improvement are on the horizon. Be prepared for numerous bugs if you use it. Although it's a pain I would recommend working with one of their partners who focus solely on email templates. The cost will be worth forgoing the pain you experience in trying to deal with the problems that arise.,9,Back in 2008, 98% of our business was conducted offline. We recognized that a change needed to be made and we shifted our business model to the point that we are now generating 25% of our revenue online. While there were numerous other factors at play (website redesign, social media, new employees) the primary reason that we were successful in this transition was Infusionsoft As a small company, we do not have the time or the resources to have a significant inside sales force to sell our products and services. Infusionsoft's powerful follow up processes act as a sales rep. Through segmentation, tracking, and lead scoring features we are able to identify our most profitable leads and customers.,,10,4,4,Database Management Email Marketing Shopping Cart Lead Management Affiliate Marketing,,Vendor implemented Professional services company,4,Online training In-person training Self-taught,10,10,Absolutely not. It took us a great deal of time to adapt to using Infusionsoft. It is slightly more user friendly than when we signed up, but the majority of people will likely need strong assistance to excel in using it.,No,8,7,9,9,Microsoft Outlook,Subscription DNA, which manages our monthly subscription service.,The pricing structure is vastly different now than when we first signed up, so not really. The only thing I will say is that they are willing to make concessions in some area to bring you on board as a customer.
Infusionsoft by Keap
204 Ratings
Score 7.6 out of 101
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Infusionsoft by Keap Reviews

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Infusionsoft by Keap
204 Ratings
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Score 7.6 out of 101
TrustRadius Top Rated for 2019
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Clifford Jones profile photo
October 02, 2015

Infusionsoft by Keap Review: "The Truth About Infusionsoft and Successful Implementations"

Score 1 out of 10
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Buyer beware. Be prepared to invest many hours if you plan to manage this application yourself. This is true of any automation solution. Can you take classes and go to University again and become a great marketing automation expert yourself? Yes, probably. But should you be investing your highest and most productive use of time building out Infusionsoft. Not likely.

Which means you need to plan on finding someone you can trust and that is the plain truth. There are many qualified consultants who have sufficient sales, marketing, business, content, life and Infusionsoft experience to help you get results. But far too many people decry this as an all in one solution that is easy to use. This will never be the case even though the product development team is constantly working to make it a better product and easier to use.

We don't make our own paper clips for a reason. We outsource all the time. We have to make really informed decisions on the solutions we use and then commit to learning best practices for marketing regardless of the platform.

Do not expect to pay someone less than $150-$250 per hour to really make this application sing. Or pay them for training or internal services and then kick yourself.
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August 06, 2016

Infusionsoft by Keap Review: "Infusionsoft not recommended"

Score 1 out of 10
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We really tried to love Infusionsoft... we even were given a much reduced rate after we tried to cancel... $150 vs $500!) But even that didn't keep our attention. We moved on to Salesforce and look forward to real sales in our B2B atmosphere and will add Pardot later on even though it is 2x the price... it is worth it!
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December 04, 2014

Infusionsoft by Keap Review: "Highly effective SMG growth engine."

Score 9 out of 10
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It is easier to use (and implement) than when we first signed on four years ago; however, there is still a learning curve, particularly for those who are inexperienced with database marketing.

Don't buy into it expecting someone to hold your hand, but they will guide and support you to where you need to go.
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Feature Scorecard Summary

Customer data management / contact management (17)
Workflow management (15)
Opportunity management (15)
Integration with email client (e.g., Outlook or Gmail) (12)
Quote & order management (9)
Interaction tracking (16)
Lead management (17)
Email marketing (17)
Task management (11)
Billing and invoicing management (9)
Reporting (15)
Pipeline visualization (16)
Custom fields (16)
Custom objects (10)
API for custom integration (14)
Role-based user permissions (15)
Mobile access (13)

About Infusionsoft by Keap

Infusionsoft by Keap (formerly Infusionsoft) is a CRM and marketing automation platform that promises to automates sales, marketing, and business processes in one place to give sales teams increased flexibility. The vendor says Infusionsoft by Keap allows salespeople to easily deliver the right message to the right customer automatically through custom automations and workflows. Infusionsoft by Keap also offers sales & marketing performance insights with its reports.

Infusionsoft by Keap Features

Sales Force Automation Features
Has featureCustomer data management / contact management
Has featureWorkflow management
Does not have featureTerritory management
Has featureOpportunity management
Has featureIntegration with email client (e.g., Outlook or Gmail)
Does not have featureContract management
Has featureQuote & order management
Has featureInteraction tracking
Does not have featureChannel / partner relationship management
Customer Service & Support Features
Does not have featureCase management
Does not have featureCall center management
Does not have featureHelp desk management
Marketing Automation Features
Has featureLead management
Has featureEmail marketing
CRM Project Management Features
Has featureTask management
Has featureBilling and invoicing management
Has featureReporting
CRM Reporting & Analytics Features
Does not have featureForecasting
Has featurePipeline visualization
Does not have featureCustomizable reports
Customization Features
Has featureCustom fields
Has featureCustom objects
Does not have featureScripting environment
Has featureAPI for custom integration
Security Features
Has featureRole-based user permissions
Does not have featureSingle sign-on capability
Social CRM Features
Does not have featureSocial data
Does not have featureSocial engagement
Integrations with 3rd-party Software Features
Does not have featureMarketing automation
Does not have featureCompensation management
Platform Features
Has featureMobile access

Infusionsoft by Keap Screenshots

Infusionsoft by Keap Integrations

Infusionsoft by Keap Competitors


Has featureFree Trial Available?Yes
Does not have featureFree or Freemium Version Available?No
Has featurePremium Consulting/Integration Services Available?Yes
Entry-level set up fee?Required
EditionPricing DetailsTerms
Premium$399per month
Basic$199per month
Plus$299per month

Work with a coach to start using our software successfully. Select a package that aligns with your business goals. This on-boarding service is a prerequisite for all new customers, and include one-on-one coaching and training resources. The one-time free price ranges from $499 to $1,999

Infusionsoft by Keap Support Options

 Free VersionPaid Version
Live Chat
Social Media
Video Tutorials / Webinar

Infusionsoft by Keap Technical Details

Deployment Types:SaaS
Operating Systems: Unspecified
Mobile Application:Apple iOS, Android
Supported Countries:United States, Canada, United Kingdom, Australia, New Zealand, South Africa, Ireland
Supported Languages: English